In this conversation, Joe Seagle interviews Jason DeBono, the President of NuView Trust Company. They discuss the concept of self-directed IRAs and how NuView allows investors to diversify their portfolios beyond traditional investments. They also talk about the implementation of the Entrepreneurial Operating System (EOS) and how it has helped NuView scale and improve their processes. Jason shares the importance of culture in the company and how EOS has played a role, especially in light of a recent merger with Inspira Financial. Hear all this and more in today’s episode.
Takeaways
- NuView Trust Company offers self-directed IRAs that allow investors to diversify their portfolios beyond traditional investments.
- The Entrepreneurial Operating System (EOS) has helped New View scale and improve their processes.
- Culture is a crucial factor in the success of a company, and it played a significant role in a recent merger for New View.
- The ALTSCON conference is a valuable networking event for professionals in the industry.
Chapters
00:00
Introduction to NuView Trust and Self-Directed IRAs
01:27
Benefits of Self-Directed IRAs
05:45
Setting Goals and Clarity
06:55
The Importance of Having a Coach
09:50
Challenges Before Implementing Traction
12:26
People and Processes
15:52
Preparing for a Merger
22:18
Culture in an Acquisition
26:57
Transitioning in the New Organization
34:20
ALTSCON Conference
38:07
Inspirational Mentor
Resources Mentioned
NuView Trust Company | https://www.NuViewIRA.com
Inspira Financial | https://inspirafinancial.com/individual/wealth-retirement/self-directed-ira.
Bigger Pockets Podcast | https://www.biggerpockets.com/
Join ALTSCON hosted by NuView Trust Company on Oct 17-18, 2024 | https://www.altscon.com/
—Contact Jason & NuView Trust Company——
@NuViewTrust @JasonDeBono
—Follow Us—
@mylandtrustee @aspirelegalsolutions